In the USA, the sales of new energy Autos accounted for one-fifth for the first time, while Tesla's market share has declined.
In 2024, the sales of new energy vehicles in the USA accounted for 20% of total new car and truck sales for the first time, while traditional RBOB Gasoline vehicle sales fell to 79.8%, reaching a modern automotive historical low. Tesla remains the leader in the pure electric vehicle market, but its market share decreased from 55% to 49%. Other major electric vehicle brands include Hyundai, General Motors, Ford, and BMW, which hold market shares of 9.3%, 8.7%, 7.5%, and 4.1% respectively.
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Goldman Sachs provides a detailed explanation of Tesla's FSD: it is expected that Robotaxi will begin Operation in the second half of 2026, with revenues of approximately 0.115 billion dollars in 2027.
Goldman Sachs pointed out that Tesla's latest V13 version of the FSD system has significantly improved performance, able to operate without human intervention in 97% of driving situations, with a key intervention distance of 400-450 miles. However, this achievement still has a considerable gap from true "Self-Driving Cars."
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Barclays researchers indicate that the consensus expectation of the market shows that, given the poor start to the year, Technology stocks remain the core of the EPS growth for the S&P 500 Index, with large Technology companies expected to have an EPS growth of 24% in the fourth quarter of 2024.